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Avior Wealth Management, LLC: JGRO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avior Wealth Management, LLC on JGRO, newest first. How the timeline and the estimate are built.

Avior Wealth Management, LLC held 688,966 JGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 688,966 shares
    Change vs previous 13F -104,169 shares

    1.79% of the 13F portfolio, value $67,925,152.

    13F-HR 0001754960-26-000402 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 793,135 shares
    Change vs previous 13F -14,730 shares

    1.9% of the 13F portfolio, value $67,035,797.

    13F-HR 0001754960-26-000212 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 807,865 shares
    Change vs previous 13F -25,813 shares

    2.34% of the 13F portfolio, value $74,969,842.

    13F-HR 0001754960-26-000005 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 833,678 shares
    Change vs previous 13F -15,387 shares

    2.52% of the 13F portfolio, value $78,157,332.

    13F-HR 0001754960-25-000798 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 849,065 shares
    Change vs previous 13F +61,880 shares

    2.52% of the 13F portfolio, value $73,079,056.

    13F-HR 0001754960-25-000419 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 787,185 shares
    Change vs previous 13F +160,366 shares

    2.21% of the 13F portfolio, value $58,086,388.

    13F-HR 0001754960-25-000218 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 626,819 shares
    Change vs previous 13F -24,922 shares

    1.86% of the 13F portfolio, value $50,791,174.

    13F-HR 0001599868-25-000001 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 651,741 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $50,096,004.

    13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).